Edelweiss Business Cycle Fund Direct growth

Equity • Other • Direct growth

Insufficient Funds

Insufficient fund history to generate its report card

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₹1,000 invested for 5 years

Fund Info

Equity

Other

Direct growth

Launched On
29 Jul 2024
0.5 years ago
Lock-in Period
No lock-in
NAV
as of 31 Jan 2025
₹8.42
+1.2021% (0.20)
AUM
₹1,846 Cr
Expense ratio
0.35%
Benchmark
Nifty 500
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 90D

1%

If units sold after 90D

0%

Distribution

Asset split
Equity99.30%
Cash0.70%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

21.58%
Consumer Cyclical

Consumer Cyclical

18.92%
Healthcare

Healthcare

18.62%
Industrials

Industrials

17.61%
Technology

Technology

9.10%

Fund House

Edelweiss

Edelweiss

Inc: 14 Jun 2007 • Total AUM: ₹1,11,294 Cr • Rank #14
Edelweiss Mutual Fund, started in 2009, has Edelweiss as its sponsor. The fund house is headed by Radhika Gupta as the CEO. As of 31 March 2024, it has an AUM of ₹1,61,815 Cr.

Fund Managers

Bhavesh Jain

Experience: 11.48 yrs • Total AUM: 3,73,986 Cr

Bharat Lahoti

Experience: 7.36 yrs • Total AUM: 2,34,892 Cr

Amit Vora

Experience: 3.95 yrs • Total AUM: 1,82,170 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.